Coach Intake + Diagnostic
15 question intake → personalized diagnostic report in 3 minutes. Replaces Paperbell $47 + 45 min of coach time per new client.
The problem
Every new coaching client fills out an intake, then the coach spends 45 minutes reading it and writing up a first-session game plan. Paperbell and Satori charge $47-97/mo and don't remove the prep work. Coaches cap new-client load at what they can personally read.
What changes
New client submits intake form → agent synthesizes their goals, blockers, context into a 1-page diagnostic (strengths, gaps, 3 recommended focus areas), emails it to the client before the first call, and posts a coach-facing cheat-sheet to the coach's Notion.
A day in the life
What this agent actually does.
- 1
Prospect finishes intake form at 8:14pm → diagnostic lands in their inbox by 8:17pm
- 2
Coach opens Notion before the 9am call → 5-bullet prep, flagged sensitivities, suggested opener
- 3
After the call: diagnostic updated with session-1 notes, second-session goals drafted
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Knowledge Concierge
Your SOPs, pricing, FAQs, and tribal knowledge — instantly searchable by your team and customers. Trained on YOUR stuff.
Replaces
$1,500 onboarding consultant + tribal-knowledge insurance
Smart Inbox Triage
Reads every email. Sorts by intent. Drafts replies. Flags the 3 things that actually need you. Quietly handles the rest.
Replaces
Fyxer $30/mo + Shortwave $40/mo + $400/mo inbox VA
Meeting Actions to CRM
Transcript → action items → CRM/Asana tasks in 5 min. Replaces Otter Business $20/user × 6.
Replaces
Otter Business $20/user × 6 + Fathom Premium $20 × 4 + Zapier $50
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